SWM

SigFig Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 10.2%
This Quarter Est. Return
1 Year Est. Return
+10.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$6.33M
3
+$5.85M
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$4.92M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.96M

Top Sells

1
+$11.7M
2
+$7.95M
3
+$4.59M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.74M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.82M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.32M 0.16%
111,140
+633
52
$3.3M 0.16%
134,073
+19,654
53
$3.2M 0.16%
159,386
+4,020
54
$3.19M 0.16%
114,827
+4,499
55
$3.08M 0.15%
104,725
+21,212
56
$2.99M 0.15%
62,252
+10,527
57
$2.89M 0.14%
36,209
+22,290
58
$2.7M 0.13%
15,480
-108
59
$2.66M 0.13%
43,427
-333
60
$2.27M 0.11%
12,110
+454
61
$2.22M 0.11%
45,720
+1,255
62
$2.2M 0.11%
+267,900
63
$2.11M 0.11%
48,929
+14,996
64
$2.08M 0.1%
7,351
+238
65
$1.9M 0.09%
19,262
-857
66
$1.82M 0.09%
103,234
-37,807
67
$1.81M 0.09%
133,002
+1,794
68
$1.78M 0.09%
21,562
+220
69
$1.75M 0.09%
+58,256
70
$1.6M 0.08%
+21,477
71
$1.59M 0.08%
67,800
-1,796
72
$1.54M 0.08%
17,232
+5,762
73
$1.49M 0.07%
+62,423
74
$1.48M 0.07%
10,791
+679
75
$1.45M 0.07%
46,735
-110
1 2
3
4 5